Global Endowment Management

Global Endowment Management, or GEM, runs investment portfolios for nonprofit endowments and foundations. It acts as an outsourced investment office, taking on the daily work of investing so clients can concentrate on their missions. The firm is employee-owned and independent.

Products and services

• Custom portfolios: built around each client's goals, risk tolerance and liquidity needs.
• Manager access: placements with investment managers around the world.
• Alternative investments: a diversified mix of asset classes.
• Operations support: reporting, compliance, accounting and risk management.
• Fiduciary role: acts for boards and investment committees and as an extension of client staff.

Customers and markets

Clients include endowments, foundations, sovereign investors, families and other long-term investors. It also mentions family offices and wealth advisors.

Key facts

• Ownership: employee-owned and independent
• Size: a boutique firm with a select client group